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.
- 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)
- 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
- 1. 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.
清理仪表盘
审计HubSpot仪表盘，清除冗余内容并整合报告。仪表盘过多意味着没有人能有效使用它们。
重要限制
HubSpot不提供仪表盘API。整个过程必须在HubSpot界面的报告 > 仪表盘下手动完成。
前提条件
- - 拥有仪表盘管理权限的HubSpot门户访问权限
- 团队成员提供关于他们实际使用哪些仪表盘的反馈
分步操作指南
第一阶段：前期准备——盘点所有仪表盘
- 1. 在HubSpot中导航至报告 > 仪表盘。
- 创建一个电子表格，列出每个仪表盘：
- 名称、所有者/创建者、报告数量、最后查看日期（如可见）、用途
第二阶段：执行——确定待移除的仪表盘
标记符合以下任一条件的仪表盘：
- 1. 超过90天未查看（先与所有者确认）
- 重复的仪表盘，涵盖相同指标
- 测试仪表盘（名称包含测试、草稿、副本等）
- 已离职员工的个人仪表盘
- 从未自定义的默认仪表盘
整合目标：
- - 将包含重叠报告组件的仪表盘合并为一个综合性仪表盘。
- 目标控制在5-10个核心仪表盘（例如：营销概览、销售管道、邮件健康度、数据质量、高管摘要）。
第三阶段：后期处理——清理与重组
- 1. 删除确认未使用的仪表盘。
- 使用清晰的命名规范重命名剩余仪表盘（例如：[团队] - 用途）。
- 为每个仪表盘设置适当的共享/可见性权限。
- 向团队通报变更——分享整合后仪表盘的链接。
第四阶段：回滚
- - 已删除的仪表盘无法恢复。
- 删除前，截图每个仪表盘或记录其包含的报告。
- 删除仪表盘时，其中的单个报告不会被删除——它们仍可重复使用。
提示
- - 为每个核心仪表盘指定一名仪表盘负责人——负责保持其内容更新。
- 作为数据库清理例行工作的一部分，每季度审查一次仪表盘。
- 如果仪表盘上的报告显示过时或损坏的数据，请修复底层报告，而不是创建新的仪表盘。
