Cleanup Dashboards

Community

TomGranot

cleanup-dashboards

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 Identifies unused, duplicate, or outdated dashboards.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

Overview

Publisher	TomGranot
Repository	`hubspot-admin-skills`
Skill name	`cleanup-dashboards`
Stars	79
Forks	18
Bundled files	Instructions only
License	MIT
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by TomGranot on GitHub. Read the source before you install it.

Installation

Install the Cleanup Dashboards AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/TomGranot/hubspot-admin-skills/tree/main/skills/cleanup-dashboards
Enable the skill in any chat where you want it available.

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/TomGranot/hubspot-admin-skills.git /tmp/hubspot-admin-skills
mkdir -p .claude/skills
cp -r /tmp/hubspot-admin-skills/skills/cleanup-dashboards .claude/skills/cleanup-dashboards

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Cleanup Dashboards in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Cleanup Dashboards on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Cleanup Dashboards is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

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.

Frequently asked questions

What does the Cleanup Dashboards AI skill do?

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

Why use Cleanup Dashboards on TypingMind?

Because you install it once and use it with any model. Cleanup Dashboards is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Cleanup Dashboards in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/TomGranot/hubspot-admin-skills/tree/main/skills/cleanup-dashboards. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Cleanup Dashboards?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Cleanup Dashboards?

As many as you like. As long as a model supports skills, you can use Cleanup Dashboards with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Cleanup Dashboards AI skill free?

Yes. It is published on GitHub by TomGranot under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Cleanup Dashboards

Important Limitation

Prerequisites

Step-by-Step Instructions

Stage 1: Before — Inventory All Dashboards

Stage 2: Execute — Identify Candidates for Removal

Stage 3: After — Clean Up and Reorganize

Stage 4: Rollback

Tips

Frequently asked questions

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