CompXM WINNING STRATEGY GUIDE | 2025–2026 |
Hello and welcome back to our Capsim video series!
Today, we’re diving into the CompXM Individual Exam — your final challenge after completing the 8 rounds of the Capstone simulation. This guide is designed to help you complete the entire exam in just a few hours, and more importantly, achieve a top result — up to 995 or even 999 out of 1000.
Please note: do not copy any exact numbers shown in this video — your simulation will generate unique data. Instead, focus on understanding the strategy, then apply the concepts using the data from your own Industry Condition Report and Courier Report.
Let’s get started!
🧩 Understanding the CompXM Exam Format
CompXM is made up of four rounds, and unlike Capstone, it is individual — no team, no collaboration. You’ll manage up to six products (instead of the usual eight), and your success is measured across multiple metrics:
- Sales
- Profit
- Contribution Margin
- Stock Price
- Emergency Loan (avoid this!)
- Cumulative Profit and Score
📌 Tip #1: Start With the Industry Condition Report (ICR)
The ICR is your first step. Open it and identify the four segments (e.g., Traditional, Low End, High End, Nano, Elite). Each product must be properly aligned to its segment. You’ll need to:
- Understand the ideal position in each segment
- Track performance and size drift using Table 3
- Forecast product updates accurately based on this
👉 You can use a pre-built Excel template to simplify your calculations for R&D, pricing, and forecasting.
📌 Tip #2: Use Only 6 Products – Launch 2 New Ones
While some strategies use 8 products, we recommend using 6 products only, which makes the exam easier to manage while still scoring top results.
- Use 4 existing products (e.g., Able, Baker, Cake, Daze)
- Launch 2 new products in Nano and Elite segments in Round 1
- These two new products will grow quickly and help you double your sales and profit in Round 3 and 4
📌 Tip #3: Update R&D (R&D = Research & Development)
For Round 1:
- Adjust all 4 existing products based on the new ideal spots (use drift rates from Table 3)
- For the two new products (Nano and Elite), position them correctly from the beginning
- This ensures your products match what customers want — giving you a higher customer buying criteria score
📌 Tip #4: Set Pricing Strategically
To remain competitive:
- Lower prices slightly by $0.50 each round
- For Round 1, set prices within the upper range of each segment
- In later rounds, gradually reduce price to stay competitive as the market evolves
💡 Tip: If you’re unsure, refer to the Courier Report or your Excel guide for pricing benchmarks.
📌 Tip #5: Smart Marketing Spend
Your promotion and sales budgets affect awareness and accessibility.
- In Round 1, invest:
- $2,000 for promotion
- $2,000 for sales for existing products
- For newly launched Nano and Elite products:
- Start with $1,000 each in promotion and sales
- Increase to $2,000 from Round 2 onward
This balanced investment ensures your products are visible to customers and easily accessible.
📌 Tip #6: Forecast Sales Accurately
Use last round’s actual unit sales and multiply by segment growth rates (typically between 11%–18%).
- Add 5–10% buffer to prevent stockouts
- Use the Excel file to forecast quickly and avoid manual calculation errors
- For new products, estimate sales at 50% of a similar segment's product in Round 1, and scale up in Rounds 2–4
Remember: Sales Forecast = Last Round Sales × Growth Rate + Inventory Buffer
📌 Tip #7: Plan Production and Automation Wisely
After forecasting, set Production Schedules and make sure to:
- Align capacity with forecast (100–115% to avoid stockouts)
- Add production capacity for new Nano and Elite products
- Increase automation gradually:
- Traditional: up to 8.0
- Low End: 7.0
- High End: 5.0
- Nano & Elite: Start low (3–4.5) for flexibility
⚠️ Don’t over-invest in Round 1 — balance automation upgrades with available cash.
📌 Tip #8: HR Investment – Build a Strong Workforce
In Round 1, go big on HR:
- Recruiting Spend: $5,000
- Training Hours: 80
This improves productivity, reduces labor costs, and increases contribution margin. The benefits will reflect by Round 3 and 4.
📌 Tip #9: Finance – Fund Growth Without Emergency Loans
To finance R&D, capacity expansion, and marketing:
- Issue maximum common stock
- Borrow long-term loans as needed
- Borrow short-term loans for working capital
- Keep $50 million (or $50,000) in cash reserves to avoid emergency loans
💡 Emergency loans will penalize your score heavily — always avoid them.
📌 Tip #10: TQM – Early Investment for Long-Term Gains
Start TQM (Total Quality Management) investments from Round 1:
- Invest $1,000 per initiative, for all 10 initiatives
- Total TQM investment: $10,000
This boosts efficiency, cuts costs, and increases product appeal — improving your long-term profit and customer satisfaction.
🔍 Putting It All Together — A Sample Workflow for Round 1
- Open the Industry Condition Report
- Use Table 3 to forecast ideal product positions
- Update R&D decisions for all 6 products
- Set prices: high at start, decrease slightly each round
- Allocate $2000 for promotion & sales (existing); $1000 for new
- Forecast sales based on previous round and growth rate
- Align production capacity to 105–110% of forecast
- Add new capacity for Nano & Elite products
- Invest in HR (Recruiting & Training)
- Fund decisions via stock and loans
- Allocate $10,000 across all 10 TQM initiatives
- Review Proforma Reports — check net profit, contribution margin, stock price
📈 Expected Results
If done right, your company will see:
- Contribution Margin > 40%
- Profit Growth from Round 2 onwards
- Top Sales in segments like Nano and Elite
- No Emergency Loans
- Stock Price Increase every round
- CompXM Score: 990+ by the end of Round 4
Some users have reported getting 999/1000 using this exact strategy.
📬 Need Help? Contact Us!
If you want:
- FREE templates (Excel for CompXM)
- 1-on-1 Zoom coaching sessions
- Quick help for Round 1 or 2
Send an email to:
📧
mbahelp2002@gmail.com
Also check out our CompXM blog for more tutorials and
walkthroughs:
🔗
https://compxmguide2022.blogspot.com
🎓 Final Words
Remember — this is not just about scoring high. It's about learning business strategy, forecasting, decision-making, and leading your company to success.
Understand the logic behind each decision. Apply the strategy based on your unique game data, and you’ll win not just the exam — but also develop the skills for real-world business success.
Good luck, and see you in the next video!
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