Skills
.Work. You
Rest

cleanup-dashboards

Community

Consolidate HubSpot dashboards for clarity.

Data & Analytics#audit#dashboard#cleanup#reporting#consolidation#hubspot#data-quality
AuthorTomGranot
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Too many HubSpot dashboards can cause confusion, duplication, and underutilization, making it hard to derive clear insights.

Core Features & Use Cases

  • Inventory: compile a comprehensive list of all dashboards with owners, usage, and purpose.
  • Identification: flag candidates for removal based on activity, duplicates, test proxies, and personal dashboards.
  • Consolidation: merge overlapping dashboards and establish a core set (5-10) for consistency.
  • Governance: implement naming conventions, sharing settings, and a rollback plan to recover deleted assets.

Quick Start

Inventory all dashboards in HubSpot and begin identifying candidates for removal following the steps above.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: cleanup-dashboards
Download link: https://github.com/TomGranot/hubspot-admin-skills/archive/main.zip#cleanup-dashboards

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.