cleanup-dashboards — Claude Code skill: tidy up HubSpot dashboards
Walks you through auditing HubSpot dashboards: spots abandoned screens, duplicates and test copies, then helps merge reports into a few that people actually open.
npx skills add TomGranot/hubspot-admin-skills --skill cleanup-dashboards -a claude-codeWhat cleanup-dashboards does
The skill targets clutter under Reports > Dashboards. You build a spreadsheet of every dashboard first: name, owner, report count, last viewed date. From there it flags what deserves a second look — screens nobody opened in 90 days, duplicates covering the same metrics, names with “test” or “copy of”, personal dashboards left by former staff, untouched defaults.
Four stages run in order: inventory, picking removal candidates, renaming and telling the team, rollback. There are no scripts. HubSpot ships no Dashboard API, so every action happens by hand in the UI, and the skill guides you rather than automating. You need dashboard management permissions and honest input from colleagues about what they use. Without that, your removal list is guesswork.
Deleted dashboards stay deleted. Reports inside them survive removal and can be reused, so a screenshot or a note of the contents is enough before you cut. The skill advises keeping 5-10 core dashboards, each with a named owner, and revisiting the list quarterly.
What it helps with
- inventory every dashboard with owner and last-viewed date
- flag duplicates, test copies and abandoned screens
- merge overlapping report widgets into one dashboard
- rename what stays with a
[Team] - Purposescheme - prepare a rollback before deleting anything
Example prompts for the agent
- Go through the HubSpot dashboards and build a table: name, owner, report count, last viewed
- List dashboards nobody viewed in 90 days and tell me what to do with each
- Rename the remaining dashboards using the
[Team] - Purposepattern
How to install cleanup-dashboards
1Skills CLI (Vercel)
npx skills add TomGranot/hubspot-admin-skills --skill cleanup-dashboards -a claude-code2Manually: put the files in place
~/.claude/skills/cleanup-dashboards/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/cleanup-dashboards/
1Skills CLI (Vercel)
npx skills add TomGranot/hubspot-admin-skills --skill cleanup-dashboards -a codex2Manually: put the files in place
.agents/skills/cleanup-dashboards/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add TomGranot/hubspot-admin-skills --skill cleanup-dashboards -a cursor2Manually: put the files in place
.cursor/skills/cleanup-dashboards/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install TomGranot/hubspot-admin-skills cleanup-dashboards2Manually: put the files in place
.github/skills/cleanup-dashboards/SKILL.md1Skills CLI (Vercel)
npx skills add TomGranot/hubspot-admin-skills --skill cleanup-dashboards -a gemini-cli2Platform CLI
gemini skills install https://github.com/TomGranot/hubspot-admin-skills --path skills/cleanup-dashboardsManually: put the files in place
.devin/skills/cleanup-dashboards/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add TomGranot/hubspot-admin-skills --skill cleanup-dashboards -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about cleanup-dashboards
How do I install cleanup-dashboards in Claude Code?
Run npx skills add TomGranot/hubspot-admin-skills --skill cleanup-dashboards -a claude-code. The skill file lands at ~/.claude/skills/cleanup-dashboards/SKILL.md.
What does cleanup-dashboards do?
It runs a four-stage HubSpot dashboard audit: inventory, removal candidates, renaming and a rollback plan. The goal is fewer dashboards that the team actually uses.
Can the dashboard cleanup be scripted?
No. HubSpot offers no Dashboard API, so the whole process is done by hand under Reports > Dashboards.
Source text
SKILL.md · MIT
--- name: cleanup-dashboards description: "Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available." license: MIT metadata: author: tomgranot version: "1.1" category: ongoing-maintenance --- # 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.
© tomgranot · MIT · TomGranot/hubspot-admin-skills
