| 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 Identifies unused, duplicate, or outdated dashboards.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
- 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.
