Cleanup Dashboards
Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.
Install
$ agentstack add skill-tomgranot-hubspot-admin-skills-cleanup-dashboards ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
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Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-tomgranot-hubspot-admin-skills-cleanup-dashboards) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Cleanup Dashboards
Audit HubSpot dashboards to remove clutter and consolidate reporting. Too many dashboards means nobody uses any of them effectively.
Important Limitation
HubSpot does not provide a Dashboard API. This entire process must be performed manually in the HubSpot UI under Reports > Dashboards.
Prerequisites
- HubSpot portal access with dashboard management permissions
- Input from team members on which dashboards they actively use
Step-by-Step Instructions
Stage 1: Before — Inventory All Dashboards
- Navigate to Reports > Dashboards in HubSpot.
- Create a spreadsheet listing every dashboard:
- Name, owner/creator, number of reports, last viewed date (if visible), purpose
Stage 2: Execute — Identify Candidates for Removal
Flag dashboards matching any of these criteria:
- Not viewed in 90+ days (check with the owner first)
- Duplicate dashboards covering the same metrics
- Test dashboards (names containing "test", "draft", "copy of")
- Personal dashboards belonging to departed employees
- Default dashboards that were never customized
Consolidation targets:
- Merge dashboards with overlapping report widgets into a single comprehensive dashboard.
- Aim for 5-10 core dashboards maximum (e.g., Marketing Overview, Sales Pipeline, Email Health, Data Quality, Executive Summary).
Stage 3: After — Clean Up and Reorganize
- Delete confirmed unused dashboards.
- Rename remaining dashboards with a clear naming convention (e.g.,
[Team] - Purpose). - Set appropriate sharing/visibility for each dashboard.
- Communicate changes to the team — share links to the consolidated dashboards.
Stage 4: Rollback
- Deleted dashboards cannot be restored.
- Before deleting, screenshot each dashboard or note which reports it contained.
- Individual reports within a dashboard are not deleted when the dashboard is removed — they remain available for re-use.
Tips
- Assign a dashboard owner for each core dashboard — someone responsible for keeping it current.
- Review dashboards quarterly as part of the database cleanup routine.
- If a report on a dashboard shows stale or broken data, fix the underlying report rather than creating a new dashboard.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: TomGranot
- Source: TomGranot/hubspot-admin-skills
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.