# Cleanup Dashboards

> Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.

- **Type:** Skill
- **Install:** `agentstack add skill-tomgranot-hubspot-admin-skills-cleanup-dashboards`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [TomGranot](https://agentstack.voostack.com/s/tomgranot)
- **Installs:** 0
- **Category:** [Data & Analytics](https://agentstack.voostack.com/c/data-and-analytics)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [TomGranot](https://github.com/TomGranot)
- **Source:** https://github.com/TomGranot/hubspot-admin-skills/tree/main/skills/cleanup-dashboards

## Install

```sh
agentstack add skill-tomgranot-hubspot-admin-skills-cleanup-dashboards
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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

1. Navigate to Reports > Dashboards in HubSpot.
2. 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:

1. **Not viewed** in 90+ days (check with the owner first)
2. **Duplicate** dashboards covering the same metrics
3. **Test dashboards** (names containing "test", "draft", "copy of")
4. **Personal dashboards** belonging to departed employees
5. **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

1. Delete confirmed unused dashboards.
2. Rename remaining dashboards with a clear naming convention (e.g., `[Team] - Purpose`).
3. Set appropriate sharing/visibility for each dashboard.
4. 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](https://github.com/TomGranot)
- **Source:** [TomGranot/hubspot-admin-skills](https://github.com/TomGranot/hubspot-admin-skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-tomgranot-hubspot-admin-skills-cleanup-dashboards
- Seller: https://agentstack.voostack.com/s/tomgranot
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.